Filed August 14, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,012 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 27 · EIN 71-0927304 | Advisory (Plan) | $5,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,866 | $36,916-32.6% | $156,549-84.1% | $57,658-56.9% |
| Participation rate | 22.0% | 63.4%-41.4pp | 84.0%-62.0pp | 70.2%-48.2pp |
| Annual return | 7.43% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $285 | $1,571-81.9% | $5,501-94.8% | $1,974-85.6% |
| Participant deferral / active EE | $507 | $1,926-73.7% | $4,871-89.6% | $3,061-83.4% |
| Admin fee / account holder | $284 | $82+244.6% | $13,027-97.8% | $95+200.7% |